More education can give you more prestige as a financial advisor, but even more importantly, it gives you the knowledge and skills to better meet your clients’ needs. But what’s the best way to gain these skills? When is the right time to pursue additional designations? And how will the recently announced changes to designations affect your education opportunities?
Today’s guest can help you answer all of these questions. Jason Watt is the CEO and a full-time instructor at Business Career College, delivering web-based training to students across Canada who are in pursuit of their certifications. Jason has been at Business Career College since 2006 after 14 years serving in the Canadian Armed Forces. He also spends time providing pro bono financial planning services to disadvantaged populations. In today’s episode, you’ll hear what Jason has to say about the cost and time investments you’ll need to make to earn a CFP designation, how you can get more from your continuing education, and how to pick the best business model for your practice.
What You’ll Learn in This Episode:
Links and Resources:
Business Career College YouTube Channel
Quotes by Jason:
“Even if you’re in a fee-based or fee-only model, I think this is largely true: your first responsibility has to be to build a business.”
“If you feel like you’ve learned everything, that there’s nothing more for you to accomplish, then you’re going to be frustrated in class.”
“I would really love to see people plan out their education the same way that they help their clients to plan for retirement.”
Jason Watt has worked with many financial planners and advisors over the years as an instructor, and today he’s sharing why you should plan for your education just as you encourage your clients to plan their finances. Below, we’ll take you through three key points from the show:
